Manager of Wealth Services

Were looking for a Manager of Wealth Services to provide leadership and strategic direction for our wealth management business. This role will lead and develop a team of wealth professionals, support sustainable business growth, and ensure members receive high-quality financial planning and wealth management advice that helps them achieve their financial goals.

Working collaboratively across WCU, the Manager of Wealth Services will strengthen member relationships, identify opportunities to grow and enhance our wealth services, and foster a culture of collaboration, accountability, and service excellence. The successful candidate will bring together strong people leadership, business development, relationship management, and regulatory oversight while keeping member value at the centre of decision-making.

Your SPARK (Qualifications)

A minimum two-year post-secondary diploma in business administration, finance, economics, financial planning, or a related field.

A recognized financial planning or wealth management designation, such as the Certified Financial Planner designation, would be considered an asset.

A minimum of seven years of progressive experience in wealth management, financial planning, investments, or the broader financial services industry.

Demonstrated experience leading, coaching, and developing employees.

Strong business development and relationship-management skills, with the ability to identify growth opportunities while maintaining a member-focused approach.

Experience leading a wealth management function, supporting business growth, or building strong member relationships would be considered an asset.

Sound knowledge of wealth management regulations, professional standards, risk management, compliance, and responsible advice practices.

Strong communication, collaboration, planning, and decision-making skills.

Equivalent combination of education, professional designations, and experience may be considered.